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Navis Wealth Advisors’s Wells Fargo WFC Stock Holding History

Navis Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Hold
3,580
– – 0.15% 135
2025
Q4 		$334K Buy
3,580
+355
+11% +$30.8K 0.14% 130
2025
Q3 		$270K Hold
3,225
– – 0.2% 96
2025
Q2 		$258K Buy
+3,225
New +$233K 0.22% 91

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Navis Wealth Advisors's WFC Position: Q1 2026 in Review

Navis Wealth Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 3,580 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #135.

Navis Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $334K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Navis Wealth Advisors held 3,580 shares of Wells Fargo worth $285K as of Q1 2026.
  • Navis Wealth Advisors left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.15% of Navis Wealth Advisors's portfolio in Q1 2026, its #135 holding.
  • Navis Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Navis Wealth Advisors's Wells Fargo position peaked at $334K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.